JDWAX Mutual Fund

JDWAX Mutual Fund

NAV$136.85
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Returns Overview

1 Month
+2.46%
3 Months
+3.34%
6 Months
+10.46%
YTD
+11.30%
1 Year
+16.83%
3 Years (annualized)
+21.17%
5 Years (annualized)
+11.20%
10 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JDWAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+8.51%
vs Peers
+2.79%

JDWAX Mutual Fund Performance

JDWAX performance across multiple time periods: 1-month 2.46%, YTD 11.30%, 1-year 16.83%, 3-year 21.17%, 5-year 11.20%, 10-year 13.51%.

JDWAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

JDWAX vs another fund shows side-by-side returns. JDWAX alternatives are available in the Mutual Fund Screener.